Uploading documents to a contact

All contact records, whether they are a vendor, landlord, applicant or supplier, can have documents linked to them. 

This ensures that important files are stored centrally against the individual contact, allowing them to be quickly located, reviewed, and managed when needed.

This can include identification documents, signed forms, proof of address, contractor documentation, supplier information, or other contact specific files.

Uploading documents to a contact record

1. Click Contacts on the main navigation bar
2. Select the relevant contact from Recent & Favourite Contacts
   1. Alternatively, find the contact using the Search Contacts bar in the top right
3. Click Documents on the side menu
4. Click Upload Documents
5. Click Add Files
6. Locate and select the required document(s) stored on your computer or network. Click Open 
7. The document(s) will display in the Select files section. Click Start Upload
8. The document(s) are now visible within the Documents side menu. Click Save

The document(s) will now be saved to this contact record.

Documents can also be selected for preview, or deleted, by hovering over and selecting Delete. 

Emailing a document from Alto

1. Click Contacts on the main navigation bar
2. Select the relevant contact from Recent & Favourite Contacts
   1. Alternatively, find the contact using the Search Contacts bar in the top right
3. Click Documents on the side menu
4. Click the tick box(es) to select the individual document(s), or, tick Select All to select all the documents that have been uploaded to the Contact record
5. Click Email Selected
6. Select the appropriate email template to use from the dropdown and click Use the Template
   1. Using the CC field, you can enter an additional recipient that's to be sent the email, but only if they are already a contact
7. Overtype the email Subject text, if necessary 
8. In the main content area, type your email
9. Your selected documents appear as Attachments. Once you're ready, click Send